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Data Client Support Analyst
About the role
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Data Client Support Analyst sits within the Data Management & Quality organization, ensuring customers receive first-class support and get the most value from their data in Addepar. Day-to-day work involves addressing client inquiries on portfolio data feeds and data product functionalities, managing internal data team requests, investigating reported bugs and data processing issues, and partnering with Account Managers, Solutions Architects, and GTM teams on data escalations. The role is based in Pune, India, requires in-office presence 3 days per week, and the candidate must be willing to work flexible hours.
What you’ll do
- Address client inquiries related to Addepar's portfolio data feeds and general data product functionalities within established SLAs
- Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues
- Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed
- Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients
- Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services
What you’ll bring
- 2+ years of work experience in the financial investment/advisory industry
- Solid understanding of capital markets, portfolio accounting, and customer relationship management
- Outstanding communication and interpersonal skills with excellent attention to detail
- Self-motivation to take on responsibility, strong team-player mentality, and passion for delivering client-centric outcomes
- Proactive and diligent in documenting team processes and finding opportunities to optimize workflow efficiencies
- Willing to work flexible hours
- Legal authorization to work in India on the first day of employment (visa sponsorship not available)